Enabling and Requiring UDS Fields

File Maintenance Help for NextGen® Enterprise 8

UDS Tab

The UDS fields are only used for UDS (Uniform Data System) reporting. The fields display in NextGen® Enterprise PM on the Patient Information window only when they are enabled in Enterprise Preferences. You can also require that users enter information in these fields. UDS fields Selections in NextGen® Enterprise PM come from... Require homeless status Homeless Status master list Note: This UDS field is different from the encounter-level Homeless Status field that is used for HRSA reporting. Require migrant worker status Migrant Worker Status master list Require language barrier Language Barrier master list Require primary medical coverage Payers listed in the Payer master file Require public housing primary care Public Housing Primary Care master list Require school based health center School Based Health Center master list Race Race master list Ethnicity Ethnicity master list Require tribal affiliation Tribal Affiliation master list Require blood quantum Blood Quantum master list Req

Help Guide for NextGen® Enterprise PM 8

Enabling and Requiring UDS Fields

Enabling UDS Fields When UDS fields are enabled, the UDS tab displays on the Add/Modify Patient Information window in NextGen® Enterprise EHR and NextGen® Enterprise PM. Users can then access the tab to select the appropriate UDS values for each person/patient. UDS fields are enabled at the enterprise level. Therefore, if enabled, the UDS tab displays on the Add/Modify Patient Information window in all practices within the enterprise. Requiring UDS Fields UDS fields can be set up to be required at either the enterprise level or at the practice level. If required at the enterprise level, users in all practices in the enterprise must enter data in the UDS fields for all persons (globes) and all patients (charts) when the demographic record is created for a person/patient. If required at the practice level, there are two points at which users in the practice must enter data in the UDS fields; either when an appointment is scheduled for a person/patient, or when the chart is created for a

Help Guide for NextGen® Enterprise PM 8

Enabling and Requiring UDS Fields

Enabling UDS Fields When UDS fields are enabled, the UDS tab displays on the Add/Modify Patient Information window in NextGen® Enterprise EHR and NextGen® Enterprise PM. Users can then access the tab to select the appropriate UDS values for each person/patient. UDS fields are enabled at the enterprise level. Therefore, if enabled, the UDS tab displays on the Add/Modify Patient Information window in all practices within the enterprise. Requiring UDS Fields UDS fields can be set up to be required at either the enterprise level or at the practice level. If required at the enterprise level, users in all practices in the enterprise must enter data in the UDS fields for all persons (globes) and all patients (charts) when the demographic record is created for a person/patient. If required at the practice level, there are two points at which users in the practice must enter data in the UDS fields; either when an appointment is scheduled for a person/patient, or when the chart is created for a

Help Guide for NextGen® Enterprise PM 8

Make UDS Fields Available for Enterprises

The Uniform Data System (UDS) fields are used only for UDS reporting. When UDS fields are available, the UDS tab is displayed in the Add/Modify Patient Information window in NextGen® Enterprise EHR and NextGen® Enterprise PM. In this tab, users can select the appropriate UDS values for each person/patient. You can configure the fields on the UDS tab to be mandatory for users. Note: If certain UDS fields are set as mandatory, you should create an appropriate item in the corresponding master list table to use when the field does not apply to a person or patient. For example, if tribal affiliation is required but a person or patient has no tribal affiliation, you can create and use a master list item such as No Affiliation. The Consent To Treat checkbox and the Consent To Treat Date field on the UDS tab cannot be required. The head of household can be required only when users modify a patient chart. When the Head of Household field is required, users must first select a head of household

File Maintenance Help for NextGen® Enterprise

Make UDS Fields Available for Enterprises

The Uniform Data System (UDS) fields are used only for UDS reporting. When UDS fields are available, the UDS tab is displayed in the Add/Modify Patient Information window in NextGen® Enterprise EHR and NextGen® Enterprise PM. In this tab, users can select the appropriate UDS values for each person/patient. You can configure the fields on the UDS tab to be mandatory for users. Note: If certain UDS fields are set as mandatory, you should create an appropriate item in the corresponding master list table to use when the field does not apply to a person or patient. For example, if tribal affiliation is required but a person or patient has no tribal affiliation, you can create and use a master list item such as No Affiliation. The Consent To Treat checkbox and the Consent To Treat Date field on the UDS tab cannot be required. The head of household can be required only when users modify a patient chart. When the Head of Household field is required, users must first select a head of household

Help Guide for NextGen® Enterprise PM 8

Require UDS Fields at the Practice Level

Access NextGen® Enterprise PM. Enable UDS fields for the enterprise. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preference List on the left, do one of the following: If you require UDS fields when appointments are scheduled, select Appt Scheduling. If you require UDS fields when charts are created, select Chart. To require specific UDS fields, select the check box for those fields In the Required Fields section. A green check mark indicates the field is required. Required Fields To save changes and close the window, select OK. Note: The UDS fields are available for selection in Practice Preferences in Appt Scheduling or Chart only when the Display person UDS fields check box is selected in Enterprise Preferences > UDS. If specific fields are set as required in Enterprise Preferences, then they are automatically required in Practice Preferences and the requirement cannot be removed. Parent topic: Enabling and Requiring UDS

Enabling and Requiring UDS Fields

Enabling UDS Fields

Requiring UDS Fields

Recommendations

UDS Tab

Enabling and Requiring UDS Fields

Enabling and Requiring UDS Fields

Make UDS Fields Available for Enterprises

Make UDS Fields Available for Enterprises

Require UDS Fields at the Practice Level

Enabling and Requiring UDS Fields

Enabling UDS Fields

Requiring UDS Fields

UDS Tab

Enabling and Requiring UDS Fields

Enabling and Requiring UDS Fields

Make UDS Fields Available for Enterprises

Make UDS Fields Available for Enterprises

Require UDS Fields at the Practice Level